MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 501,674 $57M <0.01% +9,875 13F-HR Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 474,272 $53.9M <0.01% +16,824 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 462,536 $52.6M 0.01% -50,900 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 424,978 $48.3M 0.04% +12,527 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 396,419 $45.1M 0.01% -6,135 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 289,052 $32.9M 1.42% -8,750 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 237,923 $27M +10,673 Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 158,666 $18M 6.65% +421 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 147,374 $16.8M -3,487 Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 140,470 $16M +7,407 Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 114,895 $13.1M <0.01% +71,485 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 108,599 $12.3M <0.01% +4,867 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 107,831 $12.3M <0.01% -2,189 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 97,102 $11M 0.01% +13,508 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 90,675 $10.3M <0.01% +550 13F-HR Timeline Group Stonebridge Wealth Management, LLC More: the full row for Stonebridge Wealth Management, LLC 85,714 $9.74M 8.72% +197 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 80,276 $9.13M 0.03% +1,734 13F-HR Timeline Evanson Financial, LLC More: the full row for Evanson Financial, LLC 76,243 $8.67M 0.42% 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 72,592 $8.25M 0.01% -11,515 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 69,704 $7.92M <0.01% +2,879 13F-HR Timeline Group Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 66,622 $7.57M 0.08% +2,557 13F-HR Timeline Group 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 65,441 $7.44M 2.43% +2,660 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 64,790 $7.41M <0.01% +2,273 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 64,319 $7.31M 0.11% 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 62,669 $7.12M 0.03% +14,288 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 56,008 $6.37M 0.35% -1,227 13F-HR Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 55,000 $6.25M 1.04% +223 13F-HR Timeline FFG RETIREMENT ADVISORS LLC More: the full row for FFG RETIREMENT ADVISORS LLC 44,787 $5.09M 2.7% +458 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 41,267 $4.69M 0.01% +21,855 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 40,422 $4.59M 0.01% +2,112 13F-HR/A Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 39,769 $4.52M 0.01% +1,940 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 38,924 $4.46M <0.01% +1,838 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 39,103 $4.45M 0.01% -293 13F-HR Timeline Catalyst Investment Management LLC More: the full row for Catalyst Investment Management LLC 35,494 $4.04M 3.66% +9,252 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 34,000 $3.87M 0.07% -43 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 33,438 $3.8M <0.01% +13,220 13F-HR Timeline Group D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 33,409 $3.8M 0.02% +9,877 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 33,223 $3.78M 0.41% +1,294 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 30,416 $3.46M 0.1% -993 13F-HR Timeline LVM CAPITAL MANAGEMENT LTD/MI More: the full row for LVM CAPITAL MANAGEMENT LTD/MI 28,687 $3.26M 0.27% -385 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 26,102 $3.02M 0.04% -107 13F-HR Timeline INVENIO WEALTH PARTNERS LLC More: the full row for INVENIO WEALTH PARTNERS LLC 25,922 $2.95M 1.06% -31 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 24,933 $2.83M <0.01% +918 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 21,895 $2.49M 0.01% +100 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 21,299 $2.42M 0.04% +600 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 20,950 $2.38M 0.01% -515 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 20,749 $2.36M <0.01% +513 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 20,519 $2.33M 0.02% -994 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 20,285 $2.31M 0.06% -425 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 17,175 $1.95M 0.06% +2,504 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 16,446 $1.87M <0.01% +12,318 13F-HR Timeline Group Virtus Family Office LLC More: the full row for Virtus Family Office LLC 16,296 $1.85M 1.46% +1,032 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 16,128 $1.83M 0.03% +59 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 15,487 $1.76M 0.81% -168 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 15,263 $1.74M <0.01% +7,753 13F-HR Timeline Group Community Bank, N.A. More: the full row for Community Bank, N.A. 15,210 $1.73M 0.19% +742 13F-HR Timeline Dickmeyer Boyce Financial Management, I… More: the full row for Dickmeyer Boyce Financial Management, Inc. 14,996 $1.7M 0.88% +2,323 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 15,304 $1.67M 0.03% -14 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 14,602 $1.66M 0.16% 0 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 14,105 $1.6M 0.43% -178 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 13,757 $1.56M 0.01% -33 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 13,435 $1.53M <0.01% +1,244 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 13,052 $1.48M 0.71% -316 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 12,571 $1.43M <0.01% -27 13F-HR Timeline Group Savant Capital, LLC More: the full row for Savant Capital, LLC 12,748 $1.43M <0.01% +6,863 13F-HR Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 12,549 $1.43M 0.05% +229 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 12,150 $1.38M 0.03% 0 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 11,557 $1.31M 0.02% 0 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 11,466 $1.3M 0.01% -296 13F-HR/A Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 11,345 $1.29M <0.01% 0 13F-HR Timeline Group Melone Private Wealth, LLC More: the full row for Melone Private Wealth, LLC 10,509 $1.19M 0.46% -256 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 10,409 $1.18M <0.01% -541 13F-HR Timeline Group AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 10,242 $1.16M 0.11% +46 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 9,245 $1.05M 0.01% +7 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 9,200 $1.05M <0.01% +2,975 13F-HR/A Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 9,180 $1.04M 0.02% -359 13F-HR Timeline Fortune Financial Group, Inc. More: the full row for Fortune Financial Group, Inc. 8,908 $1.01M 0.79% new 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 8,871 $1.01M 0.01% -77 13F-HR Timeline SFG Wealth Management, LLC. More: the full row for SFG Wealth Management, LLC. 8,226 $935K 0.34% new 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 8,203 $933K <0.01% -342 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 8,189 $931K 0.01% +7 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 7,986 $908K 0.1% +39 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 7,859 $893K <0.01% +5,573 13F-HR Timeline ShoreHaven Wealth Partners, LLC More: the full row for ShoreHaven Wealth Partners, LLC 7,804 $887K 0.28% -134 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 7,620 $866K <0.01% -162 13F-HR/A Timeline Group Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 7,501 $853K 0.09% -126 13F-HR Timeline Oxinas Partners, LLC More: the full row for Oxinas Partners, LLC 7,340 $834K 0.33% -700 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 7,261 $825K -8,159 Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 6,995 $795K <0.01% +15 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 6,957 $791K <0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 6,828 $776K 0.01% +5,824 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 6,810 $774K <0.01% new 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 6,764 $769K 0.08% 0 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 6,205 $705K <0.01% +66 13F-HR Timeline Group Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 5,919 $673K 0.05% -398 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 5,306 $603K 0.1% +274 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 5,298 $602K 0.01% 0 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 5,252 $597K 0.04% -11 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 5,222 $594K <0.01% +3,222 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 5,211 $592K 0.02% +265 13F-HR Timeline Passive Capital Management, LLC. More: the full row for Passive Capital Management, LLC. 5,762 $587K 0.18% 0 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 5,014 $570K <0.01% +868 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 4,958 $564K 0.03% 0 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 4,891 $556K 0.05% 0 13F-HR/A Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 4,753 $540K 0.2% +1,031 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 4,742 $539K 0.01% new 13F-HR Timeline Elk River Wealth Management LLC More: the full row for Elk River Wealth Management LLC 4,742 $539K 0.09% 0 13F-HR Timeline Nelson Capital Management, LLC More: the full row for Nelson Capital Management, LLC 4,700 $534K 0.06% 0 13F-HR Timeline Harfst & Associates, Inc. More: the full row for Harfst & Associates, Inc. 4,676 $532K 0.08% -360 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 4,501 $511K <0.01% 0 13F-HR Timeline Group Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 4,496 $511K 0.01% -88 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 4,449 $506K 0.01% 0 13F-HR Timeline Group Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 4,347 $494K 0.01% 0 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 4,302 $489K 0.02% new 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 4,195 $477K 0.01% 0 13F-HR Timeline Group Maltin Wealth Management, Inc. More: the full row for Maltin Wealth Management, Inc. 4,001 $455K 0.15% +37 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 3,906 $444K 0.09% 0 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 3,902 $444K 0.26% +67 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 3,897 $443K 0.05% +63 13F-HR Timeline GSG Advisors LLC More: the full row for GSG Advisors LLC 3,873 $440K 0.1% -571 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 3,845 $437K <0.01% +471 13F-HR Timeline Group Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 3,831 $436K 0.01% -40 13F-HR Timeline 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 3,793 $431K 0.2% +377 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 3,651 $415K <0.01% +132 13F-HR Timeline Group Tilson Financial Group, Inc. More: the full row for Tilson Financial Group, Inc. 3,602 $409K 0.11% +30 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 3,479 $396K <0.01% -463 13F-HR Timeline Comprehensive Financial Consultants Ins… More: the full row for Comprehensive Financial Consultants Institutional, Inc. 3,465 $394K 0.1% -18 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 3,455 $393K <0.01% +19 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 3,369 $387K <0.01% -173 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 3,357 $382K 0.13% 0 13F-HR Timeline Mullooly Asset Management, Inc. More: the full row for Mullooly Asset Management, Inc. 3,341 $380K 0.12% +30 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT, LLC. More: the full row for SCHNIEDERS CAPITAL MANAGEMENT, LLC. 3,340 $380K 0.05% 0 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 3,251 $370K <0.01% -509 13F-HR Timeline Group UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 3,141 $357K <0.01% 0 13F-HR Timeline Group Atria Investments, Inc More: the full row for Atria Investments, Inc 3,023 $344K <0.01% +18 13F-HR Timeline COMPASS CAPITAL MANAGEMENT, INC More: the full row for COMPASS CAPITAL MANAGEMENT, INC 3,000 $341K 0.02% 0 13F-HR Timeline Clear Trail Advisors, LLC More: the full row for Clear Trail Advisors, LLC 3,000 $341K 0.05% 0 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 2,989 $340K <0.01% +33 13F-HR Timeline Group NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 2,988 $340K 0.02% +100 13F-HR Timeline Ranch Capital Advisors Inc. More: the full row for Ranch Capital Advisors Inc. 2,875 $327K 0.1% +16 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 2,859 $325K <0.01% -893 13F-HR Timeline Friday Financial More: the full row for Friday Financial 2,754 $318K 0.09% 0 13F-HR Timeline D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 2,784 $316K <0.01% new 13F-HR Timeline Group VAUGHAN & Co SECURITIES, INC. More: the full row for VAUGHAN & Co SECURITIES, INC. 2,763 $314K 0.15% -480 13F-HR Timeline INTERACTIVE FINANCIAL ADVISORS, INC. More: the full row for INTERACTIVE FINANCIAL ADVISORS, INC. 2,862 $314K 0.19% +107 13F-HR Timeline MOR Wealth Management, LLC More: the full row for MOR Wealth Management, LLC 2,724 $310K 0.12% 0 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 2,691 $306K 0.05% 0 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 2,671 $304K 0.02% +175 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 2,649 $301K <0.01% -253 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 2,635 $300K 0.02% +39 13F-HR Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 2,543 $289K 0.12% 0 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 2,527 $287K <0.01% +23 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 2,509 $285K <0.01% +4 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 2,505 $285K <0.01% 0 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 2,500 $284K <0.01% 0 13F-HR Timeline Group Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 2,495 $284K 0.07% 0 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 2,362 $269K 0.02% +10 13F-HR Timeline Powers Advisory Group, LLC More: the full row for Powers Advisory Group, LLC 2,352 $267K 0.08% +6 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 2,306 $262K 0.01% -580 13F-HR Timeline J. L. Bainbridge & Co., Inc. More: the full row for J. L. Bainbridge & Co., Inc. 2,306 $262K 0.02% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 2,275 $259K <0.01% 0 13F-HR Timeline Group Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 2,275 $259K <0.01% +1 13F-HR Timeline Group WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 2,240 $255K 0.02% -270 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 2,182 $248K <0.01% -1,195 13F-HR Timeline Group Retireful, LLC More: the full row for Retireful, LLC 2,117 $241K 0.22% new 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 2,089 $237K 0.01% 0 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 2,017 $229K 0.01% -1,803 13F-HR Timeline DELTA CAPITAL MANAGEMENT LLC More: the full row for DELTA CAPITAL MANAGEMENT LLC 2,000 $227K 0.1% 0 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 2,036 $227K 0.02% new 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 1,988 $226K <0.01% new 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 1,955 $222K 0.02% 0 13F-HR Timeline PMG Wealth Management, Inc. More: the full row for PMG Wealth Management, Inc. 1,950 $222K 0.14% 0 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 1,936 $220K 0.02% 0 13F-HR Timeline CV Advisors LLC More: the full row for CV Advisors LLC 1,900 $216K 0.04% 0 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 1,895 $215K <0.01% +18 13F-HR Timeline Group GREAT VALLEY ADVISOR GROUP, INC. More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 1,887 $215K <0.01% 0 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 1,870 $214K 0.01% +4 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 1,875 $213K 0.01% 0 13F-HR Timeline Avant Capital LLC More: the full row for Avant Capital LLC 1,859 $211K 0.13% -34 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 1,817 $206K <0.01% -1,817 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 1,802 $205K <0.01% new 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 1,778 $202K <0.01% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,608 $183K 0.01% -417 13F-HR Timeline Geneos Wealth Management Inc. 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